ALMPro Modeling Services

Comprehensive ALMPro® Modeling solutions tailored for credit unions. Benefit from expert guidance, board-ready reports, and ongoing support, all from a team with over 40 years of industry experience. Let us simplify your financial management and regulatory compliance.

Fully Outsourced Comprehensive ALM Service & Support

Experience the difference of working with real people who understand your needs. Our expert team is always just a phone call away, ready to provide personalized support and guidance.

General Report Benefits

Expert Support & Consultation

At No Additional Cost

ALMPro Services

Your Complete ALM Partner

Mark H. Smith, Inc. delivers end-to-end ALM modeling and support for credit unions of all sizes. Our services include comprehensive risk analysis, assumption documentation, easy-to-understand reports, and ongoing expert guidance, ensuring your institution is prepared for regulatory exams and positioned for long-term success.

Assumption development, review, and support
Strategy Consultation & Policy Department
Ongoing Training & Regulatory Support
Quarterly report review
Easy report access to assumption and policy guidelines
Additional resources and reports

ALMPro® Classic

Provides interest rate (IRR) and liquidity risk analysis for credit unions with less complex balance sheets while providing a fully comprehensive ALM solution.

ALMPro® Plus

Provides an amplified Interest Rate (IRR) and Liquidity Risk analysis suitable for credit unions with more complex balance sheets. ALMPro® Plus is geared towards mid-sized credit unions, but small credit unions with more complexity and longer-term assets will benefit from the enhanced analyses.

Add-on Enhancement Models

Every credit union is different. If enhanced analysis is needed in one area, we can customize your report to meet your needs. Available enhancements include:

Why Credit Unions Trust Us

Personalized Service & Support

Think of us as your dedicated ALM specialist, always just a call away. We understand every credit union is unique, which is why we tailor our solutions to your specific needs, providing personalized support as if you had an expert on staff.

Results-Driven Solutions

Our approach delivers measurable value through customized solutions, not one-size-fits-all services. We're known industry-wide for going beyond expectations to help credit unions achieve their financial management goals.

Your Credit Union Specialists

We've exclusively served credit unions for over 40 years, giving us unmatched understanding of your unique challenges. Our ALM validation acknowledges that your IRR management program should match your size, complexity, and risk profile.